BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$643M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.86M
3
+$1.74M
4
COP icon
ConocoPhillips
COP
+$1.52M
5
V icon
Visa
V
+$1.51M

Top Sells

1
+$7.89M
2
+$3.54M
3
+$2.7M
4
URI icon
United Rentals
URI
+$1.19M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$741K

Sector Composition

1 Financials 17.73%
2 Consumer Discretionary 12.38%
3 Healthcare 11.73%
4 Technology 10.69%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5K ﹤0.01%
36
477
$5K ﹤0.01%
68
-11
478
$5K ﹤0.01%
100
479
$4K ﹤0.01%
48
480
$4K ﹤0.01%
140
481
$4K ﹤0.01%
150
-550
482
$4K ﹤0.01%
29
483
$4K ﹤0.01%
60
484
$4K ﹤0.01%
75
485
$4K ﹤0.01%
207
486
$4K ﹤0.01%
50
487
$3K ﹤0.01%
46
488
$3K ﹤0.01%
150
489
$3K ﹤0.01%
92
490
$3K ﹤0.01%
33
491
$3K ﹤0.01%
100
492
$3K ﹤0.01%
100
493
$3K ﹤0.01%
60
494
$2K ﹤0.01%
636
495
$2K ﹤0.01%
291
496
$2K ﹤0.01%
30
497
$2K ﹤0.01%
147
498
$2K ﹤0.01%
37
499
$2K ﹤0.01%
50
500
$2K ﹤0.01%
49
18 19
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